See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 4-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Assets per participant are in the bottom quintile of the peer cohort - savings-rate / match opportunity.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $6,369 | $68,719-90.7% | $91,541-93.0% | $84,808-92.5% |
| Participation rate | 100.0% | 64.5%+35.5pp | 69.8%+30.2pp | 68.3%+31.7pp |
| Annual return | 14.56% | 19.12%-4.6pp | 20.50%-5.9pp | 40.90%-26.3pp |
| Employer contribution / active EE | $2,330 | $1,920+21.4% | $2,505-7.0% | $2,631-11.4% |
| Participant deferral / active EE | $2,152 | $3,136-31.4% | $4,008-46.3% | $4,212-48.9% |
| Admin fee / account holder | $134 | $5,786-97.7% | $6,956-98.1% | $7,344-98.2% |